Filed January 15, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,620 | $86,929+77.9% | $102,423+51.0% | $80,856+91.2% |
| Participation rate | 94.0% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.4pp |
| Annual return | 17.28% | 18.88%-1.6pp | 29.32%-12.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,945 | $2,369+24.3% | $3,023-2.6% | $2,755+6.9% |
| Participant deferral / active EE | $8,943 | $4,118+117.1% | $5,053+77.0% | $4,296+108.2% |
| Admin fee / account holder | $11,057 | $8,049+37.4% | $9,451+17.0% | $6,918+59.8% |